Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
BugleRock -Special Situations Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
3.43%
6 Months
−6.39%
12.26%
1 Year
−0.30%
9.01%
3 Years
8.15%
15.14%
5 Years
6.89%
—
Since Inception
10.58%
25.86%
Fund Age
4 yrs 2 mo
4 yrs
AUM
₹203.15 Cr
₹78.11 Cr
Alpha – 1 Year
0.05%
4.29%
Alpha – 3 Years
−0.85%
3.05%
Information Ratio – 3 Years
-0.08
0.50
Volatility – 1 Year
17.22%
23.53%
Volatility – 3 Years
15.94%
19.64%
Beta – 1 Year
0.94
1.22
Beta – 3 Years
0.95
1.04
Sharpe Ratio – 1 Year
-0.24
0.25
Sharpe Ratio – 3 Years
0.25
0.67
Worst Rolling Year
14.66%
15.15%
Value at Worst Rolling Year
₹1.15 Cr
₹1.15 Cr
Deepest Drawdown
—
−22.93%
Recovery Period
—
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
23.14%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 3% · S 85%
Number of Stocks
—
20
Portfolio P/E
—
18.26
Top 5 Holdings
Nippon India ETF Nifty 50 BeES · 7.35%
Punjab National Bank · 6.10%
Shriram Finance Ltd · 6.02%
Zydus Lifesciences Ltd · 4.69%
Samvardhana Motherson International Ltd · 4.02%
Cash & Cash Equivalent · 12.50%
Vascon Engineers Ltd · 5.50%
Ashiana Housing Ltd · 5.50%
Wonderla Holidays Ltd · 5.50%
Accelya Solutions India Ltd · 5.25%
Top Sectors
—
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%